LPL Financial (LPLA) announced that Beacon Financial has joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets and joins LPL from Cetera. Based in Toledo, Ohio, Beacon Financial is led by Principal Owner and CEO Greg Kopan. Kopan founded Beacon Financial in 1997 with the goal of helping clients build a more secure financial future. Beacon Financial is a multi-generational practice leveraging multiple perspectives to work toward predictability for their clients’ wealth horizon.
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